Don't Worry, Retire Happy

Howard Bailey is we are excited to partner with nationally-recognized author, economist and former First Vice President of New York Life, Tom Hegna, to present his Don't Worry, Retire Happy online webinar, exclusively free to our clients and friends. In this presentation, you will learn how to simplify your retirement planning journey as Tom covers his seven steps to retirement security.

Defining Purpose in Retirement

During this webinar, we take an in-depth look at how to define meaning and purpose in your life, and the impact this can have on creating more joy and overall fulfillment in your Second Act. It's not just a financial plan... it is a life plan.